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Transcript: Ben Hunt, co-founder Perscient
Barry Ritholtz, Ritholtz.com
The transcript from this week’s, MiB: Ben Hunt, co-founder Perscient, is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts, Spotify, YouTube, and Bloomberg. All of our earlier podcasts on your favorite p…
Jan 13, 2026, 1:30 PM
10 Tuesday AM Reads
Barry Ritholtz, Ritholtz.com
My morning train reads: • Bill Pulte: Agent of Chaos: In an administration hardly known for competence, coherence and subtlety, Pulte stands out. When Treasury Secretary Scott Bessent reportedly threatened to punch Pulte “in your fucking face” and to “fucking…
Jan 13, 2026, 11:54 AM
It’s Tariff Week! *
Barry Ritholtz, Ritholtz.com
* Hopefully… This is likely the week the Supreme Court issues a ruling on the IEEPA tariffs in place since April 2025 (excluding the 90-day suspension, and other sundry modifications, revisions, pauses, exemptions, etc.). As I noted from the start, this is …
Jan 12, 2026, 1:58 PM
10 Sunday Reads
Barry Ritholtz, Ritholtz.com
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • Stop, Shop, and Scroll: Behind every influencer is an army of the influenced, many adrift in debt and mass-produced clutter. The platforms need influencers and influenc…
Jan 11, 2026, 11:30 AM
10 Weekend Reads
Barry Ritholtz, Ritholtz.com
The weekend is here! Pour yourself a mug of Danish Blend coffee, grab a seat outside, and get ready for our longer-form weekend reads: • Dopamine Markets: Investing is entertainment, traders are celebrities, BREAKING news comes with live odds, everyone has in…
Jan 10, 2026, 11:30 AM
10 Friday AM Reads
Barry Ritholtz, Ritholtz.com
My end-of-week morning train WFH reads: • Even Permabears Have Portfolios. Where Jeremy Grantham Sees Value Now. The veteran investor and co-founder of GMO likes quality stocks, international value, and Japan. (Barron’s) • Beauty Has Never Been More Cutthroat…
Jan 9, 2026, 11:30 AM
10 Thursday AM Reads
Barry Ritholtz, Ritholtz.com
My morning train WFH reads: • The Great Credit Convergence: How public and private credit are now one market (Paul Kedrosky) • The Emperor’s New Oil Wealth: You may have heard that Venezuela has the world’s largest oil reserves — 300 billion barrels. You prob…
Jan 8, 2026, 11:30 AM
10 Tuesday AM Reads
Barry Ritholtz, Ritholtz.com
My morning train WFH reads: • Behind every influencer is an army of the influenced, many adrift in debt and mass-produced clutter. The platforms need influencers and influencers need audiences — but what the influenced need is not so simple. (The Verge) • Was…
Jan 6, 2026, 11:30 AM
10 Monday AM Reads
Barry Ritholtz, Ritholtz.com
My back-to-work morning train WFH reads: • 11 Data Points and Discoveries That Stuck With Us in 2025: Squinting at a table, or a list, or a rough chart to divine meaning from it led to some memorable examples of process paying off: a few numbers, the shape of…
Jan 5, 2026, 11:30 AM
10 Sunday Reads
Barry Ritholtz, Ritholtz.com
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • Partying at Mar-a-Lago with the New MAGA Media Stars: While major news outlets obsessed over the anticipated release of the Epstein files, Trump-friendly news influence…
Jan 4, 2026, 11:30 AM
10 Weekend Reads
Barry Ritholtz, Ritholtz.com
The weekend is here! Pour yourself a mug of Danish Blend coffee, grab a seat outside, and get ready for our longer-form weekend reads: • The Era Of The Business Idiot: We live in the era of the symbolic executive, when “being good at stuff” matters far less t…
Jan 3, 2026, 11:30 AM
10 Friday Monday AM Reads
Barry Ritholtz, Ritholtz.com
52 things I learned in 2025: This year I stopped being a consultant, started a tiny company, sold hundreds of little modular synths… https://medium.com/@tomwhitwell/52-things-i-learned-in-2025-edeca7e3fdd8 See also 52 things I learned in 2025 The news (to m…
Jan 1, 2026, 5:00 PM
10 New Years Day Reads
Barry Ritholtz, Ritholtz.com
My New Years Day reads: • Financial Discipline Is an Easy Resolution to Make, but a Hard One to Keep: We all say we want to save more and spend less. The key is to think more broadly. (Wall Street Journal) • Trump’s First Year Back, in 10 Charts: President Tr…
Jan 1, 2026, 11:30 AM
10 New Year’s Eve AM Reads
Barry Ritholtz, Ritholtz.com
My morning train WFH reads: • The Unexpected Winner of Rising American Tariffs Is Mexico: Its exports to the U.S. have surged since President Trump imposed new duties on countries this year. (Wall Street Journal) • Earth Is Running Out of Sand … Which Is, You…
Dec 31, 2025, 11:30 AM
10 Monday AM Reads
Barry Ritholtz, Ritholtz.com
The week between Christmas and New Year’s Eve Monday morning reads: • Charles Schwab CEO Explains Why Investing Works—and Gambling Doesn’t. Rick Wurster, Charles Schwab CEO, says the firm manages $11.8 trillion in assets across 46 million client accounts, se…
Dec 29, 2025, 11:30 AM
10 Sunday Reads
Barry Ritholtz, Ritholtz.com
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • Scams, Schemes, Ruthless Cons: The Untold Story of How Jeffrey Epstein Got Rich: For years, rumors swirled about where his wealth came from. A Times investigation revea…
Dec 28, 2025, 11:30 AM
10 Friday AM Reads
Barry Ritholtz, Ritholtz.com
My Boxing Day morning reads: • Playing Santa Does Strange Things to a Man. What It Did to Bob Rutan Was Even Stranger. Bob Rutan is legendary among the tight-knit fraternity of Macy’s Santa Clauses. Like many of these men, playing Santa changed Bob. Profoundl…
Dec 26, 2025, 11:55 AM
At the Money: The New Deregulatory SEC
Barry Ritholtz, Ritholtz.com
At the Money: The New Deregulatory SEC with Michelle Leder (December 24, 2025) Big changes are afoot at the Securities and Exchange Commission. More IPOs, more crypto, and less enforcement are coming as the SEC becomes smaller and much more corporate-f…
Dec 24, 2025, 4:00 PM
At The Money: Stock Market Stories via the Narrative Machine
Barry Ritholtz, Ritholtz.com
At The Money: Stock Market Stories via the Narrative Machine. (December 17, 2025) Full transcript below. ~~~ About this week’s guest: Ben Hunt is founder of Perscient, a firm that studies how narratives and stories shape markets, investing, and social behav…
Dec 18, 2025, 1:30 PM
10 Sunday Reads
Barry Ritholtz, Ritholtz.com
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • As Netflix Swallows Warner Bros., Hollywood Is in Full-Blown Panic Mode: “Everyone’s just like, ‘How is David Zaslav going to make so much money when he ran the company…
Dec 14, 2025, 11:30 AM
10 Weekend Reads
Barry Ritholtz, Ritholtz.com
The weekend is here! Pour yourself a mug of Danish Blend coffee, grab a seat outside, and get ready for our longer-form weekend reads: • Once a Gamble in the Desert, Electric Grid Batteries Are Everywhere: An early grid battery was installed in the Atacama De…
Dec 13, 2025, 11:30 AM
At The Money: Year-End Tax Planning Time
Barry Ritholtz, Ritholtz.com
SPOTIFY EMBED ATM: Title At The Money: with Guest name, company affiliation (Month Date Year) Is it better to blurb or not to blurb? That is the question? In this episode of At the Money, I speak with Guest. Full transcript below. ~~~ About this week…
Dec 12, 2025, 1:30 PM
10 Friday AM Reads
Barry Ritholtz, Ritholtz.com
My end-of-week morning train WFH reads: • Howard Marks: Is It a Bubble? Ours is a remarkable moment in world history. A transformative technology is ascending, and its supporters claim it will forever change the world. To build it requires companies to invest…
Dec 12, 2025, 11:30 AM
Whose Inflation Is This?
Barry Ritholtz, Ritholtz.com
Perhaps the most overlooked element in the “affordability hoax” is the president’s own role in it. Before we get into the details, a few preliminary caveats. First, as COVID-19 ran wild, lockdowns were beginning, and a vaccine was still off in the future, the…
Dec 11, 2025, 4:00 PM
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